by Jackie Kleinman | Jul 12, 2020 | Building Wealth, Financial Planning
DIY has become sort of a rallying cry during this pandemic. From household projects to haircuts more people are taking it upon themselves to do things for themselves. Even their own investing. Armed with the Internet, advice from their Uncle Charlie or their cubicle...
by Landon Loveall | Apr 23, 2020 | Building Wealth, Financial Planning, Tax Planning, Tech Companies, Tech Industry
It’s no secret at this point: We’re in a bear market, and stock prices are going down for A LOT of companies. ???????? And while we certainly hope there’s no serious long-term damage done to investor portfolios, there is a silver lining for tech employees with ISO...
by Jackie Kleinman | Mar 27, 2020 | Building Wealth, Financial Planning
The current health crisis and its impact on our jobs, our daily lives and our investments has many of us feeling confused and uncertain. Things change daily, and sometimes by the hour. It’s difficult to plan. So, what do you do? First, don’t panic. Take a deep breath....
by Landon Loveall | Mar 26, 2020 | Building Wealth, Employee Stock Options, Financial Planning, IPO, Tech Companies
When a company announces a secondary market offering… it rarely hits they news. But they can be an incredible opportunity for startup employees to liquidate their assets before a direct listing or IPO happens. In fact, I would never suggest overlooking an...
by Landon Loveall | Mar 12, 2020 | Building Wealth, Financial Planning
So, your company’s going through a cash acquisition, huh? And now you’ve got to figure out how to make the most of this acquisition… and how to not totally go under from the tax implications of it. We spend a lot of time talking about how to prepare for IPOs on this...
by Jackie Kleinman | Mar 4, 2020 | Building Wealth, Tax Planning
Tax season is upon us. Hopefully, you paid attention to my previous blog about getting prepared, and have all of your tax-related documents ready for the big tax appointment day. Don’t put it off! Even if you think you will owe money, it’s better to find it out sooner...